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Building a book post-pandemic

Advisors look to team high tech with human touch

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Sun Life app allows advisors to submit digital insurance applications

The tool also allows advisors to gather e-signatures from clients

  • By: Staff
  • July 21, 2020 July 21, 2020
  • 10:36
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Get ready for your close-up

Virtual meetings aren’t likely to stop when the crisis ends

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DIY investors less satisfied with their firms: J.D. Power

Self-directed firms will need to resolve website problems quickly if they want to keep new clients

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Crisis provides opportunity for prospecting online

Webinars replace seminars as advisors look to demonstrate value

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How to hold compliant virtual meetings

Tips for video-conferencing with clients

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Financial innovation comes with stability risks, C.D. Howe paper says

The report said regulators should consider the impact of easier credit, especially as it relates to mortgages

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Global fintech ranking shows importance of emerging cities

Five Canadian cities ranked in the top 100

  • By: Staff
  • December 4, 2019 December 4, 2019
  • 12:17
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More markets dipping their toes into open banking: report

But innovation comes with risks, the Basel Committee warns

ERHUI1979 / ISTOCKPHOTO

Moodys Tax partners with AI firm to offer TOSI tool

The tax on split income rules are viewed as highly complex

  • By: Staff
  • November 12, 2019 November 8, 2019
  • 09:01
JOHN HOLCROFT / GETTY IMAGES

Have you ever been trolled online?

Advisors weigh in

MYKYTA DOLMATOV / ISTOCKPHOTO; ICONS: 123RF STOCK PHOTO

Using social media to extend your reach

But be wary of your own power

ILLUSTRATIONS: ANDY BAKER / GETTY IMAGES

Decoding your clients

How technology and genetics will impact financial planning

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AMF, Finance Montréal create fintech research position

UQAM professor Richard Guay will chair the scientific committee

  • By: Staff
  • October 22, 2019 October 22, 2019
  • 13:01
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WealthBar scoops up financial planning software provider

WealthBar will invest in Snap Projections to grow the team

  • By: Staff
  • October 21, 2019 October 22, 2019
  • 11:26
FERRANTRAITE / ISTOCKPHOTO

Cut a long story short

Craft a compelling narrative about yourself, and put it where everyone will see it

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Assante launches online platform with WealthBar

The digital service is only for Assante clients

  • By: Staff
  • September 13, 2019 September 13, 2019
  • 10:53
Data Processing as System and Business Informatics

How Canadians feel about AI in financial services

A TD report breaks down the enthusiasm, and the unease

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Wealthsimple takes aim at HNW clients with Grayhawk partnership

The firm serving wealthy families will use the Wealthsimple for Advisors platform

  • By: Staff
  • August 15, 2019 August 15, 2019
  • 12:02
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Robo-advisor Smart Money for Her targets women

The platform incorporates assumptions such as longer life expectancy and different career paths

  • By: Staff
  • June 25, 2019 June 25, 2019
  • 12:09
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Senate committee urges feds to develop open banking framework

A report called for a registry of third-party providers and an innovation sandbox

  • By: Staff
  • June 21, 2019 June 21, 2019
  • 12:34
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Survey finds millennial dissatisfaction with self-directed investment firms

More than one-quarter of the young cohort are thinking about changing firms, J.D. Power says

  • By: Staff
  • June 19, 2019 June 19, 2019
  • 11:42
Young business woman working at desk typing on a laptop in office and drinking coffee.

What makes a good advisor website?

Tips for establishing an online presence

Multi-Ethnic group of students with laptop in campus - Soft sunset Light

Why millennials are more inclined to use robos

A poll shows younger clients have less trust in advisors

  • By: Staff
  • March 1, 2019 March 1, 2019
  • 11:34
MANUEL BREVA COLMEIRO / AFP / GETTY IMAGES

When tech tools are too good, clients may suffer

There’s reason to believe that the more time clients spend checking portfolios, the less likely they are to keep to their plans